This week’s readings/links include an interview with John Jay, president of global creative for Fast Retailing, a roundtable discussion on impact investing, a Reuters exclusive on how the Nasdaq is tightening restrictions and slowing down the approval process of IPOs from small Chinese companies, the full RealVision interview with John Hempton (filmed back in April this year) […]
Month: September 2019
Readings For The Week (21/9)
This week’s readings/links include a WSJ op-ed piece by George Soros, an interview with Kunal Bahl and Rohit Bansal of Snapdeal, George Magnus on the decade ahead for China, a Q&A with Louis-Vincent Gave on the Saudi oil attacks and a Guardian long read on how Turkish television is taking over the world. Will Trump […]
Hillhouse Adds To AK Medical Holdings Stake
Hillhouse Capital Management (Hillhouse) recently increased their stake in Hong Kong-listed AK Medical Holdings. According to a filing submitted to the Hong Kong Stock Exchange on September 13th, 2019, Hillhouse bought 50,000,000 shares via a placing agreement at an average price of HKD 7.01 per share on September 10th (the total consideration was ~US$44.8m). As […]
Readings For The Week (14/9)
This week’s readings/links include Graham Duncan’s letter to a friend who may start a new investment platform, interviews with Alibaba CEO Daniel Zhang and PIMCO’s Nelson Yuan, a talk by inventor John Taylor (the founder of Strix) and the Pangolin Fund’s August 2019 newsletter. Letter to a friend who may start a new investment platform: […]
Readings For The Week (7/9)
This week’s readings/links include Ashmore’s Jan Dehn with three stories from around the world, a Reuters exclusive on how a forgery crisis is quietly roiling the world’s gold industry, a conversation with Robert Shiller on markets and the madness of crowds, the Ruffer Review 2019, and Ben Rhodes on what happened to Aung San Suu […]
Readings For The Week (1/9)
This week’s readings/links include Russell Clark of Horseman Capital on thinking about government bonds as long term currency futures, the latest investor update from the Scottish Oriental Smaller Companies Trust, Platinum Asset Management on the growing divergence between value and growth stocks, John Hempton’s series of posts on bank margins and KKR on the sizeable […]